Senior Financial Strategist

5 days ago


Englewood, Colorado, United States Fidelity Investments Full time

About Fidelity Investments


Fidelity Investments is a leading provider of investment products and services, committed to helping individuals achieve their long-term financial goals.



Estimated Salary: $80,000 - $120,000 per year, depending on location and experience.



Job Description:


As a Senior Financial Strategist at Fidelity Investments, you will play a key role in building long-term relationships with customers by guiding them through wealth management and retirement planning strategies. You will work closely with clients to understand their financial goals and develop customized plans to help them achieve success.



Key Responsibilities:



  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Build strong relationships with clients through regular communication and ongoing support.
  • Collaborate with internal teams to provide exceptional customer service and ensure seamless delivery of products and services.
  • Stay up-to-date on industry trends and market conditions to provide informed guidance to clients.
  • Analyze client data to identify opportunities for growth and improvement.


Benefits:



  • Competitive salary and bonus structure.
  • Paid training and professional development opportunities.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) plan with company match.
  • Paid time off and holidays.


Requirements:



  • 5+ years of experience in financial services or a related field.
  • Degree in finance, business, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.


What We Offer:



  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.
  • A competitive salary and bonus structure.
  • A comprehensive benefits package.
  • The opportunity to work with a leading provider of investment products and services.


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